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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,876 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $45,359 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,368 | $95,388-83.9% | $125,391-87.7% | $77,906-80.3% |
| Participation rate | 67.7% | 78.6%-10.9pp | 82.4%-14.6pp | 73.7%-6.0pp |
| Annual return | -12.68% | 116.19%-128.9pp | 572.41%-585.1pp | 12.16%-24.8pp |
| Employer contribution / active EE | $1,608 | $3,666-56.1% | $4,816-66.6% | $2,846-43.5% |
| Participant deferral / active EE | $3,139 | $7,711-59.3% | $7,448-57.9% | $4,805-34.7% |
| Admin fee / account holder | $154 | $119+29.5% | $10,009-98.5% | $133+16.1% |